CFP®-certified financial advisors in Jefferson City, MO

Seth Kelly is a CFA® charterholder with five years at Core Planning and a total of three years in the financial advisory industry. Prior to joining Core Planning, he held investment roles with several public employee retirement systems, including Missouri State Employees Retirement System and Pennsylvania State Employees Retirement System. In addition to his advisory work, he serves as an investment officer with the MoDOT & Patrol Employees' Retirement System, focusing on pension system strategy and investment policy. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies based on client goals and risk tolerances, employing a combination of in-house advice, third-party managers, and model portfolios.

Keith Bax is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Central Trust Bank and Invest Financial Corp. since 2012. Bax is also an insurance agent with Investor Services Insurance Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research and model portfolios from internal and third-party sources.

Savannah Gerloff is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Jefferson City, MO. Her prior experience includes roles at Central Trust Bank, LPL Financial LLC, and Jefferson Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Steven Erickson is a CFP®-certified financial advisor with 29 years of industry experience. He has led Erickson Financial Solutions, LLC since 2006 and has been associated with Fee Only Investment Advisors, LLC since 1996. Outside of financial advising, he is president and sole owner of Erickson Services, LLC, a marketing consulting business. Erickson Financial Solutions serves individual clients with investment portfolio management and comprehensive financial planning, including retirement, tax, and estate planning. The firm focuses on tailored advice for a small client base and emphasizes long-term continuity and professional credentials in its approach.

Michael Dillingham is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. His career includes roles at Northwestern Mutual, Regions Bank, State Farm VP Management Corp., and Tony Dow Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to use affiliated and third-party model portfolios or create bespoke strategies, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.